StockDriftsStockDriftsTop 50 Cornerstone Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 21.29% | 4.12M | $101.6M | +3.18%(+126.85K) | $25.19(-2.97%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 13.25% | 1.09M | $63.2M | +3.31%(+34.78K) | $60.38(-3.69%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 11.28% | 1.59M | $53.8M | -2.20%(-35.85K) | $16.25(+119.21%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 11.03% | 611.1K | $52.6M | -0.03%(-175) | $45.11(+97.70%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.91% | 173.3K | $37.8M | -0.02%(-33) | $131.15(+73.47%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.22% | 416.8K | $29.7M | -1.57%(-6.65K) | $51.63(+43.35%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.36% | 923.8K | $25.6M | +1.10%(+10.06K) | $20.22(+41.69%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.76% | 652.1K | $22.7M | +1.40%(+9.03K) | $22.30(+58.81%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 2.43% | 31.7K | $11.6M | -3.43%(-1.13K) | $257.21(+42.47%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 1.95% | 38.3K | $9.3M | -1.25%(-486) | $166.38(+50.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.92% | +36.48% | +5.11% | +28.28% |
| Top 20 Holdings Unweighted | +12.94% | +44.06% | +5.02% | +27.72% |
Cornerstone Wealth Advisors, Inc. reports $477.17M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are SCHR (21.3%), VGSH (13.3%) and SCHG (11.3%). The top 20 holdings account for 95.57% of reported assets. Its disclosed equity book has returned +36.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1862176). View Cornerstone Wealth Advisors, Inc.’s 13F filings on SEC